Oklahoma City, OK N Grand Blvd Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$784,160,312,190
ClientsTotal clients
1,962,908
AdvisorsAdvisors at this office
3
Of 22,678 advisors across 10,413 offices
Location
5400 N Grand Blvd Ste 410
Oklahoma City OK 73112
Advisors at this office
3
Advisors at this office
Logan W
Series 66
Oklahoma City, OK
LPL Financial
Logan Wright is a financial advisor with LPL Financial based in Oklahoma City, OK. He holds a Series 66 designation and has five years of industry experience, including prior roles at Ameriprise and Waterfield Energy. Outside of his advisory work, he is involved in a web design business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs and supports both discretionary and non-discretionary management with access to various model portfolios, research, and technology-driven investment solutions.
Daniel B
Series 66
Oklahoma City, OK
LPL Financial
Daniel Boeckman is a financial advisor at LPL Financial with 13 years of industry experience. Before joining LPL Financial in 2024, he worked at Ameriprise and Ameriprise Financial Services, Inc. from 2013 to 2024. He holds a Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.
Kelly T
Series 66
Oklahoma City, OK
LPL Financial
Kelly Thompson is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. Prior to joining LPL Financial in 2024, Thompson worked at Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2024. Outside of advising, Thompson is involved with Gottschalk Thompson LLC, a non-investment business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.
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